Ismael Robledo
Corporate Officer/Principal bij Steward Partners Global Advisory LLC
Oorsprong van het eerstegraads netwerk van Ismael Robledo
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Steward Partners Global Advisory LLC
Steward Partners Global Advisory LLC Financial ConglomeratesFinance Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC.
30
| Holding Company | Financial Conglomerates | 30 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Ismael Robledo via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Chief Executive Officer | |
PZENA INVESTMENT MANAGEMENT, INC. | Investment Managers | Director/Board Member | |
UBS Americas, Inc.
UBS Americas, Inc. Investment ManagersFinance UBS Americas, Inc. provides investment advice services. It offers wealth, asset management and investment banking services. The company was founded in 2000 and is headquartered in Stamford, CT. | Investment Managers | Corporate Officer/Principal | |
ESL Investments, Inc.
ESL Investments, Inc. Investment ManagersFinance ESL Investments, Inc. is a privately-owned hedge fund sponsor and registered investment adviser founded in 1988. Headquartered in Bay Harbor Islands, Florida, ESL manages assets on a discretionary basis in one master fund, ESL Partners LP. They also offer investments in ESL Partners through ESL Limited, a Bermuda-based “feeder fund”. Investors in the funds are generally comprised of ultra high-net worth individuals and family offices, but also include private and public pension plans, financial institutions, and other institutional investors. | Investment Managers | Corporate Officer/Principal | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Sound Securities LLC | Chairman | ||
FinanceIt Canada, Inc.
FinanceIt Canada, Inc. Finance/Rental/LeasingFinance Financeit Canada, Inc. engages in the provision of online money lending services. It also offers point-of-sale purchases for ticket items in retail, vehicle, home improvement and healthcare spaces. The company was founded by Michael Garrity, Casper Wong, and Colin Henderson in 2007 and is headquartered in Toronto, Canada. | Finance/Rental/Leasing | Director/Board Member | |
The Carlyle Group LP (Corporate Private Equity)
The Carlyle Group LP (Corporate Private Equity) Investment ManagersFinance The Carlyle Group LP (Global Private Equity) is a private equity firm founded in the year 1990 by William E. Conway, Jr. and Daniel A. D'Aniello. The firm is headquartered in Washington DC. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Consultant / Advisor Corporate Officer/Principal | |
George Washington University | College/University | Undergraduate Degree | |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Corporate Officer/Principal | |
Steward Partners Holdings LLC
Steward Partners Holdings LLC Investment ManagersFinance Steward Partners Holdings LLC operates as a partnership and investment holdings company. The company was founded by Mike Maurer in 2013 and is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Director/Board Member Director/Board Member | |
The Pritzker Organization LLC
The Pritzker Organization LLC Investment ManagersFinance The Pritzker Organization LLC (TPO) is a private equity subsidiary of PRITZKER FAMILY founded in 2002 by Tom Pritzker. The firm is headquartered in New York. | Investment Managers | Chief Executive Officer Private Equity Investor | |
Cynosure Group /Private Equity/
Cynosure Group /Private Equity/ Investment ManagersFinance Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah. | Investment Managers | Private Equity Investor Private Equity Investor | |
Conifer Financial Services LLC
Conifer Financial Services LLC Investment ManagersFinance Conifer Financial Services LLC provides investment services. It offers innovative solutions, services and technologies. The company was founded in 1989 and is headquartered in San Francisco, CA. | Investment Managers | Director/Board Member Director/Board Member | |
Lehigh University | College/University | Undergraduate Degree | |
Declaration Partners LP
Declaration Partners LP Investment ManagersFinance Declaration Partners LP(Declaration Partners) is a private equity/venture capital firm founded in 2017 by Brian Frank. The firm is headquartered in New York. | Investment Managers | Chief Operating Officer | |
Kellogg School of Management | College/University | Masters Business Admin | |
GR Energy Services LLC
GR Energy Services LLC Finance/Rental/LeasingFinance GR Energy Services LLC provides oilfield products and services. It focuses primarily on onshore production and downhole completion services in North America. The company was founded in 2013 and is headquartered in Sugar Land, TX. | Finance/Rental/Leasing | Director/Board Member | |
Washington & Lee University | College/University | Undergraduate Degree | |
BayPine Capital
BayPine Capital Investment ManagersFinance BayPine Capital LP (BayPine Capital) is a private equity firm founded in 2019 by David Roux. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Chief Operating Officer | |
New York University | College/University | Graduate Degree | |
Goldman Sachs Capital Partners
Goldman Sachs Capital Partners Investment ManagersFinance Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York. | Investment Managers | Chief Investment Officer | |
BrightPlan LLC
BrightPlan LLC Investment ManagersFinance BrightPlan LLC provides portfolio management and investment advisory services. The firm specializes in financial advice, wealth management, investment management, financial planning and asset management. The company was founded by Marthin de Beer in 2015 and is headquartered in Los Gatos, CA. | Investment Managers | Director/Board Member | |
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Director of Research - Equity | |
Merrimack College | College/University | Undergraduate Degree | |
Bank Leumi USA
Bank Leumi USA Regional BanksFinance Bank Leumi USA engages in the provision of commercial and international banking services to large and midsized corporations. The company was founded in 1954 and is headquartered in New York, NY. | Regional Banks | Chairman | |
Purdue University | College/University | Undergraduate Degree | |
Citi Global Wealth Management
Citi Global Wealth Management Investment ManagersFinance Part of Citigroup, Inc., Citi Global Wealth Management provides wealth management services. The company is based in New York, NY. | Investment Managers | President | |
Stonegate Production Co. LLC
Stonegate Production Co. LLC Oil & Gas ProductionEnergy Minerals Stonegate Production Co. LLC engages in exploration of oil and gas fields. It identifies undrained fault blocks, fracture systems, bypassed pays, subtle undrilled structures, stepouts, deeper horizons and stratigraphic plays. The company was founded by Michael L. Harvey in April 2007 and is headquartered in Houston, TX. | Oil & Gas Production | Director/Board Member | |
Columbia Law School | College/University | Doctorate Degree | |
Greycastle Holdings Ltd.
Greycastle Holdings Ltd. Financial ConglomeratesFinance Greycastle Holdings Ltd. engages in the operations as an investment holding company. The company is headquartered in Hamilton, Bermuda. | Financial Conglomerates | Director/Board Member | |
Barclays Investment Holdings, Inc. | Private Equity Investor | ||
Piston Holdings LP
Piston Holdings LP Insurance Brokers/ServicesFinance Piston Holdings LP provides insurance services. The company was founded in 2016 and is headquartered in lake Forest, CA. | Insurance Brokers/Services | Director/Board Member | |
Maestro Financial Solutions LLC
Maestro Financial Solutions LLC Investment ManagersFinance Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini. | Investment Managers | Director/Board Member | |
Prumentum Group, Inc.
Prumentum Group, Inc. Investment ManagersFinance Prumentum Group, Inc. provides wealth management services. The firm makes financial planning accessible to everyone irrespective of net worth. The company was founded by Robert Wallace and Marthin de Beer and is headquartered in Los Gatos, CA. | Investment Managers | Director/Board Member |
Statistieken
Internationaal
Verenigde Staten | 45 |
Canada | 2 |
Bermuda | 2 |
Sectoraal
Finance | 34 |
Consumer Services | 10 |
Commercial Services | 2 |
Energy Minerals | 2 |
Operationeel
Director/Board Member | 75 |
Corporate Officer/Principal | 37 |
Private Equity Investor | 10 |
Undergraduate Degree | 9 |
President | 7 |
Sterkste connecties
Insiders | |
---|---|
Joseph Gleberman | 27 |
Michael McMahon | 26 |
R. Taylor | 14 |
Charles Johnston | 10 |
Jason Sussman | 9 |
Andrew Braithwaite | 9 |
Janet Robinson | 8 |
Robert Jackowitz | 8 |
Bob Mulholland | 7 |
Keith Barberis | 2 |
Elizabeth Fisher | 2 |
Brad Coyle | 1 |
Nick Fiegoli | 1 |
Jason Bottenfield | 1 |
Tom O'Bryon | 1 |
- Beurs
- Insiders
- Ismael Robledo
- Bedrijfsconnecties